PLATINUM PACKAGE

• Comprehensive Financial Planning

• Retirement Income Planning

• Employee Benefits Review

• Estate Plan & Living Trust Review

• Establish New Estate Plan (Discounted Rate)

• Beneficiary & Survivor Needs Review

• Investment Portfolio Management

• Real Estate Consultation & Roundtable

• Education Funding Review

• Insurance Appraisal

• Asset Allocation Recommendations

• Debt Elimination Recommendations

Includes:

• Wealth Cycle Coaching Program

• Quarterly Account Reviews

• Monthly Consulting Conferences/Calls

• Annual Client Appreciation Event

• Discounted Tax Preparation Services

• Validated Parking

• Monthly Educational Seminars

• Weekly

• Market

• Updates